OakChart

Welltower Inc

WELLReal Estate·REIT - Healthcare Facilities·USA·Large·NYSE·Nov 13 • 7:00 AM ET

244.930.00 (0.00%)
2026-11-13 13:05 CET
Market cap
$179.68B
Revenue, TTM
13,773.98 USD m
Net income, TTM
-345.30 USD m
Free cash flow, TTM
2,446.36 USD m
EPS diluted, TTM
-0.58
Price / earnings
-
Compare

Price

WELL against its 20, 50 and 200-day averages
Terms2050200Miss
Patternshover a marker to name it
RS 95Sales 3,883Price3,7843,810200.00220.00240.005.2M10.3MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26WELLclose 244.9320-day 239.6850-day 234.55200-day 221.46244.9352w high 255.2052-week range, not 6 months

4.0% under the 52-week high of 255.20 on 28 Jul 2026. 52-week low 181.47 on 3 Feb 2026. Last 15 sessions, 14.7% high to low

Volume 0.00× normal · the line is the 50-bar volume average

Setup. RS line 95
CANSLIM 4 of 6 — fails: EPS Growth Qtr Over Qtr: High (>25%); Performance: Year +50%
VCP 5 of 6 — fails: Average True Range: Under 2
Minervini 3 of 4 — fails: Performance: Year +50%
Zanger 3 of 5 — fails: Performance: Week +10%; Relative Volume: Over 1.5
Leaders 4 of 5 — fails: Performance: Year +50%
Breakout 2 of 4 — fails: 52-Week High/Low: New High; Relative Volume: Over 2
Growth 1 of 4 — fails: EPS Growth Qtr Over Qtr: High (>25%); EPS Growth Next Year: High (>25%); Return on Equity: Over +15%
Quality 1 of 5 — fails: Return on Equity: Over +15%; Net Profit Margin: High (>20%); Debt/Equity: Low (<0.1) — not on the tape: P/E: Under 25
Value 0 of 4 — fails: P/B: Under 2; Return on Equity: Over +15%; Debt/Equity: Low (<0.1) — not on the tape: P/E: Under 15
Income 1 of 4 — fails: Dividend Yield: Over 2% — not on the tape: Payout Ratio: Low (<20%); P/E: Under 25
Small Cap 2 of 4 — fails: Float: Under 100M; Performance: Year +50%
Accumulation 3 of 4 — fails: Institutional Transactions: Over +10%
Relative Strength 2 of 3 — fails: Performance: Year +100%

Profile

WELL
52-week range, 86% of the way up
181.47255.20

Welltower, Inc. is a health care infrastructure company, which engages in seniors housing operations, post-acute providers and health systems to fund the real estate infrastructure. The company's operating business segments include Seniors Housing Operating, Triple-Net, and Outpatient Medical. The Seniors Housing Operating segment operates properties including seniors apartments, independent living and independent supportive living, continuing care retirement communities, and assisted living, Alzheimer's dementia care and includes care homes with or without nursing. The Triple-Net segment properties offer services including independent living & supportive living (Canada), assisted living, continuing care retirement communities, Alzheimer's/dementia care and care homes with or without nursing (U.K.), and long-term/post-acute care. The Outpatient Medical segment invests in and operates outpatient medical buildings including physician offices, ambulatory surgery centers, diagnostic facilities, outpatient services and/or labs. The company was founded in 1970 and is headquartered in Toledo, OH.

IndexS&P 500, RUI
Employees712
IPOMar 19, 1980
Beta0.79
ATR, 14d5.20
Rel volume0.00
Short float2.38%
Insider own0.04%
Inst own99.93%

Snapshot

6 groups

Valuation

IndexS&P 500, RUI
Market Cap$179.68B
Enterprise Value199.71B
Income-345.30M
Sales13.77B
Book / share66.37
Cash / share3.29
Dividend Est.3.18 (1.30%)
Dividend TTM3.18 (1.30%)
Dividend Ex-DateNov 10, 2026
Dividend Gr. 3/5Y4.94% 0.87%
Payout-
Employees712
IPOMar 19, 1980

Ratios

Price / earnings-
Forward price / earnings75.14
Price / earnings / growth1.78
Price / sales13.05
Price / book3.69
Price / cash74.37
Price / free cash flow73.45
Value / cash profit55.30
Value / sales14.50
Quick Ratio40.65
Current Ratio40.65
Debt / equity0.44
Long-term debt / equity0.43
Options and shortYes / Yes

Earnings

Earnings / share-0.58
Earnings next year3.26
Earnings next quarter0.71
Earnings this year100.11%
Earnings next year17.19%
Earnings growth, 5 years42.10%
Past earnings growth- -22.65%
Past sales growth22.76% 18.69%
Earnings vs last year-140.16%
Sales vs last year39.11%
Earnings vs last quarter-7.46%
Sales vs last quarter38.25%
EarningsOct 26 AMC
Surprise-15.81% 2.00%

Ownership

Insiders own0.04%
Insider trades3.53%
Institutions own99.93%
Institution trades-0.03%
Return on assets2.50%
Return on equity3.82%
Return on capital2.39%
Gross Margin19.94%
Operating margin6.90%
Profit Margin-2.51%
20-day average2.19%
50-day average4.43%
200-day average10.60%

Technical

Shares out733.61M
Shares floating733.33M
Short / float2.38%
Short ratio6.34
Short interest17.48M
52-week high255.20 -4.0%
52-week low181.47 +35.0%
Volatility1.89% 2.37%
Average range5.20
Strength index58.93
Market sensitivity0.79
Relative volume0.00
Avg Volume2.76M
Volume76

Performance

Perf Week-0.03%
Perf Month4.39%
Perf Quarter4.09%
Perf Half Y14.59%
Perf YTD31.96%
Perf Year28.19%
Perf 3Y186.57%
Perf 5Y186.30%
Perf 10Y298.13%
Recommendation1.36
Target Price265.95
Prev Close244.93
Price244.93
Change %0.00%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Sep 24, 2026UpgradeJP MorganNeutral → Overweight$260+6.2%
Sep 15, 2026ResumedJefferiesBuy$275+12.3%
Jul 07, 2026InitiatedBarclaysEqual Weight$254+3.7%
Jun 17, 2026ResumedRaymond JamesOutperform$226-7.7%
Dec 18, 2025DowngradeJP MorganOverweight → Neutral$205-16.3%
Nov 05, 2025UpgradeEvercore ISIIn-line → Outperform$208-15.1%
Oct 01, 2025InitiatedCantor FitzgeraldOverweight$195-20.4%
Sep 19, 2025InitiatedUBSBuy$195-20.4%
Apr 08, 2025UpgradeWells FargoEqual Weight → Overweight$158-35.5%
Feb 28, 2025UpgradeRBC Capital MktsSector Perform → Outperform$146 → $168-31.4%

Peers

Mkt cap
TickerCompanyMkt cap
VTRVentas Inc48.43B
AHRAmerican Healthcare REIT Inc13.72B
DOCHealthpeak Properties Inc14.20B
OHIOmega Healthcare Investors Inc14.32B
CTRECareTrust REIT Inc9.83B
SBRASabra Healthcare REIT Inc5.32B
NHINational Health Investors Inc3.13B
HRHealthcare Realty Trust Inc6.49B
LTCLTC Properties Inc2.48B
JANJanus Living Inc9.98B

Insider trading

2 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Gundlach AndrewDirectorAug 26 '26Buy242.065,0001,210,30030,000Aug 27 04:38 PM
Gundlach AndrewDirectorAug 25 '26Buy239.475,0001,197,35025,000Aug 27 04:38 PM

Held by

AUM
TickerCompanyAUM
VNQVanguard Real Estate Index Fund ETFAUM: 39.24B
VTIVanguard Morningstar Total Stock Market ETFAUM: 696.31B
VOOVanguard S&P 500 ETFAUM: 1070.75B
IVViShares Core S&P 500 ETFAUM: 882.14B
SPYSPDR S&P 500 ETF TrustAUM: 805.69B
VUGVanguard Morningstar Growth ETFAUM: 221.26B
SCHHSchwab U.S. REIT ETFAUM: 11.93B
XLREState Street Real Estate Select Sector SPDR ETFAUM: 8.43B
DFARDFA Real Estate Securities Portfolio ETF Class SharesAUM: 1.82B
SPYMState Street SPDR Portfolio S&P 500 ETFAUM: 186.08B

News

latest 14 of 200

Quarterly earnings

2026Q3 EPS 0.540 missed 0.641, from 0.410 a year earlier. Sales 3,716 beat 3,643, from 2,686 a year earlier
EPS
1.02002024Q4 EPS 0.190 against 0.41124Q42025Q1 EPS 0.400 against 0.39725Q12025Q2 EPS 0.450 against 0.45525Q22025Q3 EPS 0.410 against 0.52225Q32025Q4 EPS 0.140 against 0.57725Q42026Q1 EPS 1.020 against 0.67926Q12026Q2 EPS 0.610 against 0.61726Q22026Q3 EPS 0.540 against 0.64126Q3
Sales, USD millions
3,71602024Q4 sales 2,251 against 2,10324Q42025Q1 sales 2,423 against 2,33625Q12025Q2 sales 2,548 against 2,46625Q22025Q3 sales 2,686 against 2,61325Q32025Q4 sales 3,181 against 2,85825Q42026Q1 sales 3,352 against 3,17626Q12026Q2 sales 3,545 against 3,40326Q22026Q3 sales 3,716 against 3,64326Q3

The outline behind the bar is the estimate. The filled bar is the print. Green beat it, red missed it.

PeriodReportedEPS adjustedEPS estEPS reportedSales act, USD mSales est, USD mSurpriseYear-ago quarterAnalystsNext session
2026Q3ended 2026-09-302026-10-26 16:300.5400.6410.5403,7163,643EPS -15.8% · sales +2.0%vs 2025Q3, year-ago quarter · EPS +31.7% · sales +38.4%9 EPS · 11 salesOpen -3.05% vs SPY +0.26%. Close -5.77% vs SPY +0.56%
2026Q2ended 2026-06-302026-07-27 16:300.6100.6170.4813,5453,403EPS -1.2% · sales +4.2%vs 2025Q2, year-ago quarter · EPS +35.6% · sales +39.1%7 EPS · 11 salesOpen +1.23% vs SPY +0.01%. Close -1.92% vs SPY +0.24%
2026Q1ended 2026-03-312026-04-28 16:301.0200.6790.4253,3523,176EPS +50.2% · sales +5.5%vs 2025Q1, year-ago quarter · EPS +155.0% · sales +38.3%8 EPS · 9 salesOpen +0.14% vs SPY -0.10%. Close -1.00% vs SPY -0.02%
2025Q4ended 2025-12-312026-02-10 16:300.1400.577-1.8593,1812,858EPS -75.7% · sales +11.3%vs 2024Q4, year-ago quarter · EPS -26.3% · sales +41.3%6 EPS · 11 salesOpen +2.25% vs SPY +0.62%. Close +3.51% vs SPY -0.02%
2025Q3ended 2025-09-302025-10-27 16:300.4100.5220.4042,6862,613EPS -21.4% · sales +2.8%vs 2024Q3, year-ago quarter · EPS -43.8% · sales +30.6%10 EPS · 11 salesOpen +3.79% vs SPY +0.26%. Close -1.59% vs SPY +0.27%
2025Q2ended 2025-06-302025-07-28 16:300.4500.4550.4302,5482,466EPS -1.1% · sales +3.3%vs 2024Q2, year-ago quarter · EPS +7.1% · sales +39.6%7 EPS · 11 salesOpen +2.65% vs SPY +0.22%. Close +4.85% vs SPY -0.26%
2025Q1ended 2025-03-312025-04-28 16:300.4000.3970.3172,4232,336EPS +0.8% · sales +3.7%vs 2024Q1, year-ago quarter · EPS +81.8% · sales +30.3%7 EPS · 10 salesOpen +2.40% vs SPY -0.35%. Close +1.63% vs SPY +0.63%
2024Q4ended 2024-12-312025-02-11 16:300.1900.4110.1772,2512,103EPS -53.8% · sales +7.0%vs 2023Q4, year-ago quarter · EPS +26.7% · sales +28.6%8 EPS · 11 salesOpen +0.80% vs SPY -1.01%. Close +2.16% vs SPY -0.32%
2024Q3ended 2024-09-302024-10-28 16:300.7300.3780.2872,0561,954EPS +93.0% · sales +5.2%vs 2023Q3, year-ago quarter · EPS +204.2% · sales +23.7%7 EPS · 10 salesOpen +2.34% vs SPY -0.17%. Close +5.18% vs SPY +0.16%
2024Q2ended 2024-06-302024-07-29 16:300.4200.3450.1471,8251,888EPS +21.8% · sales -3.4%vs 2023Q2, year-ago quarter · EPS +110.0% · sales +9.6%7 EPS · 9 salesOpen +2.08% vs SPY +0.28%. Close +0.53% vs SPY -0.51%
2024Q1ended 2024-03-312024-04-29 16:300.2200.2490.2111,8601,805EPS -11.6% · sales +3.0%vs 2023Q1, year-ago quarter · EPS +340.0% · sales +19.2%8 EPS · 10 salesOpen -1.32% vs SPY -0.29%. Close -0.52% vs SPY -1.58%
2023Q4ended 2023-12-312024-02-13 16:300.1500.2650.1551,7501,719EPS -43.4% · sales +1.8%vs 2022Q4, year-ago quarter · EPS -1600.0% · sales +15.2%9 EPS · 10 salesOpen +2.66% vs SPY +0.55%. Close +6.99% vs SPY +0.91%
2023Q3ended 2023-09-302023-10-30 16:300.2400.1900.1081,6621,626EPS +26.2% · sales +2.2%vs 2022Q3, year-ago quarter · EPS -2500.0% · sales +12.8%9 EPS · 10 sales-
2023Q2ended 2023-06-302023-07-31 16:300.2000.1610.2091,6651,576EPS +24.0% · sales +5.7%vs 2022Q2, year-ago quarter · EPS 0.0% · sales +13.1%7-
2023Q1ended 2023-03-312023-05-02 16:300.0500.1230.0501,5611,538EPS -59.4% · sales +1.5%vs 2022Q1, year-ago quarter · EPS -64.3% · sales +11.8%6 EPS · 7 sales-
2022Q4ended 2022-12-312023-02-15 16:30-0.0100.1020.0011,5191,342EPS -109.8% · sales +13.2%vs 2021Q4, year-ago quarter · EPS -107.7% · sales +16.0%7 EPS · 8 sales-

Annual earnings

2025FY EPS 1.390 missed 1.826, from 1.570 a year earlier. Sales 10,838 beat 10,321, from 7,991 a year earlier
EPS
3.05002018FY EPS 2.020 against 2.23820182019FY EPS 3.050 against 2.94220192020FY EPS 2.330 against 2.07920202021FY EPS 0.780 against 0.79120212022FY EPS 0.300 against 0.42820222023FY EPS 0.660 against 0.76020232024FY EPS 1.570 against 1.79320242025FY EPS 1.390 against 1.8262025
Sales, USD millions
10,83802018FY sales 4,700 against 4,62520182019FY sales 5,121 against 5,03920192020FY sales 4,606 against 4,55420202021FY sales 4,742 against 4,60120212022FY sales 5,861 against 5,70820222023FY sales 6,638 against 6,47120232024FY sales 7,991 against 7,68720242025FY sales 10,838 against 10,3212025

Reported years only. The outline behind the bar is the estimate. A later year with no print stays in the table.

earnings feed, not the snapshot. Not the statement ratio.

PeriodEPS adjustedEPS estEPS reportedSales act, USD mSales est, USD mP/E, earnings feed
2030FYestimate-5.800---42.23
2029FYestimate-5.890--19,46241.58
2028FYestimate-3.989--18,50061.41
2027FYestimate-3.260--16,75475.14
2026FYestimate-2.782--14,36888.06
2025FY1.3901.8261.39010,83810,321133.53
2024FY1.5701.7930.8247,9917,68780.27
2023FY0.6600.7600.5246,6386,471136.62
2022FY0.3000.4280.2705,8615,708218.50
2021FY0.7800.7910.2294,7424,601109.96
2020FY2.3302.079-0.2774,6064,55427.73
2019FY3.0502.9421.2005,1215,03926.81
2018FY2.0202.2380.9134,7004,62534.36
2017FY1.2602.0380.3234,3174,26750.61
2016FY2.7672.5691.8004,2814,20724.19
2015FY2.3402.4951.5403,8603,829104.67
2014FY1.4501.1691.4503,3443,326168.92
2013FY0.2800.3700.2802,8812,868874.75
2012FY0.9800.9780.9801,8221,851249.93
2011FY0.9000.9480.9001,4211,390272.14
2010FY1.4440.9240.830680.53629.31169.58

Quarterly results

2026Q3 revenue 3,711, from 2,684 a year earlier. Operating margin 18.8%, from 15.8% a year earlier
Revenue, USD millions
3,71102024Q4 revenue 2,24824Q42025Q1 revenue 2,42225Q12025Q2 revenue 2,54725Q22025Q3 revenue 2,68425Q32025Q4 revenue 3,17625Q42026Q1 revenue 3,34726Q12026Q2 revenue 3,53926Q22026Q3 revenue 3,71126Q3
Operating margin
19.20-27.42024Q4 operating margin 14.3%24Q42025Q1 operating margin 17.5%25Q12025Q2 operating margin 19.2%25Q22025Q3 operating margin 15.8%25Q32025Q4 operating margin -27.4%25Q42026Q1 operating margin 17.1%26Q12026Q2 operating margin 15.5%26Q22026Q3 operating margin 18.8%26Q3

From the quarterly statement. Not an estimate.

Estimate revisions

Latest snapshot of each period and type. 2026FY E 2.78 per share.
PeriodTypeScaleDateMeanvs prior date
2026FYEper share2026-11-102.78-0.6%
2026Q4Eper share2026-11-100.71+0.3%
2026FYRper share2026-11-102.78-0.6%
2026Q4Rper share2026-11-100.71+0.3%
2026FYSUSD millions2026-11-0914,368+0.1%
2026Q4SUSD millions2026-11-083,883+0.7%
2026Q3Eper share2026-10-240.640.0%
2026Q3Rper share2026-10-240.640.0%
2026Q3SUSD millions2026-10-243,6430.0%
2026Q2Eper share2026-07-250.640.0%
2026Q2Rper share2026-07-250.640.0%
2026Q2SUSD millions2026-07-253,4010.0%
2026Q1Eper share2026-04-280.680.0%
2026Q1Rper share2026-04-280.680.0%
2026Q1SUSD millions2026-04-283,1200.0%
2025FYEper share2026-02-041.830.0%
2025Q4Eper share2026-02-040.580.0%
2025FYRper share2026-02-041.830.0%
2025Q4Rper share2026-02-040.580.0%
2025FYSUSD millions2026-02-0410,3210.0%
2025Q4SUSD millions2026-02-042,8580.0%
2025Q3Eper share2025-10-220.520.0%
2025Q3Rper share2025-10-220.520.0%
2025Q3SUSD millions2025-10-202,613+0.1%
2025Q2Eper share2025-07-280.460.0%
2025Q2Rper share2025-07-280.460.0%
2025Q2SUSD millions2025-07-282,4660.0%
2025Q1Eper share2025-04-140.40+0.2%
2025Q1Rper share2025-04-140.40+0.2%
2025Q1SUSD millions2025-04-112,336-0.4%
2024Q4SUSD millions2025-02-092,1030.0%
2024FYSUSD millions2025-02-057,6870.0%
2024FYEper share2025-01-221.790.0%
2024FYRper share2025-01-221.790.0%
2024Q4Eper share2025-01-190.410.0%
2024Q4Rper share2025-01-190.410.0%
2024Q3Eper share2024-10-230.380.0%
2024Q3Rper share2024-10-230.380.0%
2024Q3SUSD millions2024-10-231,954+0.0%
2024Q2Eper share2024-07-290.340.0%
2024Q2Rper share2024-07-290.340.0%
2024Q2SUSD millions2024-07-231,8880.0%
2024Q1SUSD millions2024-04-261,805-0.2%
2024Q1Eper share2024-04-190.25-1.6%
2024Q1Rper share2024-04-190.25-1.6%
2023FYSUSD millions2024-02-056,4710.0%
2023FYEper share2024-02-010.76+0.3%
2023FYRper share2024-02-010.76+0.3%

Estimate history

Annual
Metric201720182019202020212022202320242025TTMMRQ
EPS per share0.3230.9131.2-0.2770.2290.270.5240.824-0.77-0.5799-
Sales USD millions4,3154,6995,1144,5984,7345,8546,6327,98510,82913,774-
Shares million shares372384410417447491564635697-732
Quarterly
MetricQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
EPS per share0.2870.1770.3170.430.404-1.8590.4250.4810.373
Sales USD millions2,0552,2482,4222,5472,6843,1763,3473,5393,711
Shares million shares618635652665684697705719732

Income statement, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
MetricTTM2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/2018
Total Revenue13,773.9810,829.44+35.6%7,985.27+20.4%6,632.14+13.3%5,853.78+23.7%4,734.01+3.0%4,597.76-10.1%5,113.51+8.8%4,699.16
Total Expenses12,824.2310,236.21+53.4%6,673.91+21.0%5,515.24+10.5%4,989.86+27.4%3,915.32+2.1%3,834.17+0.1%3,830.45+9.7%3,491.02
Operating Income949.75593.23-54.8%1,311.35+17.4%1,116.90+29.3%863.92+5.5%818.69+7.2%763.59-40.5%1,283.06+6.2%1,208.14
Unusual Expense122.60130.53+37.5%94.92+162.9%36.10+98.6%18.18-82.0%100.98-44.7%182.66+62.7%112.29-14.7%131.68
Net Income Before Taxes-266.43-480.02-191.5%524.44+49.8%350.05+102.3%173.06+1.4%170.75-31.55-105.8%542.89+28.2%423.49
Income Taxes-48.22-7.12-363.7%2.70-57.5%6.36-12.3%7.25-16.8%8.71-12.6%9.97+236.8%2.96-65.9%8.67
Consolidated Net Income1,747.89961.84-1.1%972.86+171.6%358.14+123.0%160.57-57.1%374.48-64.0%1,038.85-21.9%1,330.41+60.3%829.75
Net Income From Continuing Operations1,666.70936.85-1.6%951.68+179.8%340.09+140.8%141.21-58.0%336.14-65.7%978.84-20.6%1,232.43+53.1%804.95
Net Income-345.30-512.20-202.4%500.07+83.7%272.20+117.5%125.17+24.2%100.76-109.61-122.6%484.39+41.4%342.68
EPS (Recurring) per share-0.04-0.63-167.7%0.93+63.2%0.57+90.0%0.30-23.1%0.39+1200.0%0.03-99.1%3.25+525.0%0.52
EPS (Basic, Before Extraordinaries) per share-0.54-0.77-192.8%0.83+56.6%0.53+96.3%0.27+12.5%0.24-0.26-121.5%1.21+31.5%0.92
EPS (Diluted) per share-0.58-0.77-193.9%0.82+57.7%0.52+92.6%0.27+17.4%0.23-0.28-123.3%1.20+31.9%0.91
Non-Operating Income (Expense)-362.94-223.61-89.57-106.22-110.00-34.41-81.38-48.21-108.88
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense1,237.141,229.82+1953.1%59.90+103.8%29.39+42.3%20.66+58.9%13.00-37.1%20.67+13.1%18.28-16.3%21.84
Price To Earnings Ratio ratio statement ratio, not the snapshot--157.54244.63172.27381.71-68.2275.96
Price To Sales Ratio ratio12.6211.419.617.055.217.735.876.465.54
Gross Margin %19.9420.9219.1519.4416.9419.6421.0927.4628.03
Operating Margin %6.905.4816.4216.8414.7617.2916.6125.0925.71
Net Margin %-2.51-4.736.264.102.142.13-2.389.477.29
Shares Outstanding million shares732.00696.51+9.6%635.29+12.6%564.24+15.0%490.51+9.7%447.24+7.1%417.40+1.7%410.26+6.9%383.67
Market Capitalization179,683.10179,683.10+129.0%78,477.62+57.2%49,906.30+61.1%30,973.75-17.0%37,333.54+38.4%26,966.25-18.7%33,182.89+27.3%26,073.45

Income statement, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Total Revenue3,711.10+38.2%3,539.42+39.0%3,347.32+38.2%3,176.14+41.3%2,684.40+30.7%2,547.05+39.7%2,421.86+30.3%2,248.26+28.6%
Total Expenses3,012.05+33.3%2,991.77+45.3%2,773.44+38.8%4,046.97+110.1%2,259.66+33.6%2,059.10+33.8%1,998.41+32.3%1,926.21-17.1%
Operating Income699.05+64.6%547.65+12.2%573.87+35.5%-870.83-370.4%424.74+17.1%487.95+71.6%423.44+21.4%322.04
Unusual Expense40.27+1207.5%27.76+39.6%5.55-90.5%49.01+107.2%3.08-87.1%19.88+384.9%58.56+35.1%23.65+57.8%
Net Income Before Taxes337.95+15.3%320.43+7.5%345.24+73.7%-1,270.05-1262.6%293.11+59.4%298.21+229.8%198.71+41.0%109.24+24.9%
Income Taxes7.12+205.6%-61.98-6002.9%11.63-4.99-4636.4%2.331.05-4.5%-5.52-189.2%0.11
Consolidated Net Income414.82+47.0%462.98+52.0%752.32+192.4%117.77-4.8%282.19-38.2%304.62+16.9%257.27+95.4%123.75+39.9%
Net Income From Continuing Operations396.59+41.4%445.00+47.4%728.67+182.5%96.44-19.6%280.56-37.6%301.89+18.5%257.96+102.9%119.97+43.0%
Net Income281.91+1.9%346.46+20.7%308.27+49.5%-1,281.95-1246.9%276.53+55.7%287.04+225.2%206.18+68.4%111.78+30.4%
EPS (Recurring) per share0.57+39.0%0.64+42.2%0.43+13.2%-1.81-1005.0%0.41+28.1%0.45+200.0%0.38+46.2%0.20+17.6%
EPS (Basic, Before Extraordinaries) per share0.39-4.9%0.49+11.4%0.44+37.5%-1.86-1133.3%0.41+41.4%0.44+193.3%0.32+52.4%0.18+12.5%
EPS (Diluted) per share0.37-7.5%0.48+11.6%0.42+31.3%-1.86-1133.3%0.40+37.9%0.43+186.7%0.32+52.4%0.18+20.0%
Non-Operating Income (Expense)-124.69-56.93-61.14-120.19-76.38-16.19-10.85-25.30
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense17.59+42.9%13.05+8.3%14.88+7.6%1,191.62+11057.5%12.31-61.0%12.05+47.3%13.83+45.3%10.68+60.6%
Price To Earnings Ratio ratio statement ratio, not the snapshot---139.89147.15165.73186.34157.54
Price To Sales Ratio ratio12.6213.1412.2211.8212.3311.0811.7210.01
Gross Margin %20.5618.5520.1320.5622.3121.1419.6116.06
Operating Margin %18.8415.4717.14-27.4215.8219.1617.4814.32
Net Margin %7.609.799.21-40.3610.3011.278.514.97
Shares Outstanding million shares732.00+7.0%718.90+8.1%704.69+8.1%696.51+9.6%684.11+10.6%665.12+9.4%651.89+10.3%635.29+12.6%
Market Capitalization179,683.10+51.0%160,221.30+59.4%137,952.75+40.4%127,389.34+62.3%118,987.54+52.6%100,532.04+61.3%98,254.80+84.8%78,477.62+57.2%

Balance sheet, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/20182017FY12/31/2017
Cash & Short Term Investments5,209.54+40.4%3,711.46+78.8%2,076.08+187.4%722.29+108.3%346.75-82.8%2,021.04+423.9%385.77+22.0%316.13+2.2%309.30
Short Term Receivables23.50-27.0%32.20-93.2%475.60+37.8%345.05-12.0%392.30+9.1%359.68-22.9%466.22+27.0%367.09-5.7%389.17
Investments54,596.61+27.2%42,921.19+11.7%38,419.30+12.5%34,163.34+7.3%31,853.84+13.6%28,032.74-5.5%29,666.68+6.6%27,830.50+9.4%25,436.93
Investment in Unconsolidated Affiliates1,809.59+2.3%1,768.77+8.1%1,636.53+9.1%1,499.79+44.3%1,039.04+9.8%946.23+62.2%583.42+20.8%482.91+8.4%445.58
Net Property, Plant & Equipment2,183.12+80.6%1,208.74+233.6%362.31+8.5%334.06-37.3%532.42+12.0%475.49-13.4%548.910.000.00
Other Intangible Assets3,480.70+148.3%1,401.95+34.5%1,042.35+25.8%828.70+11.1%745.96+15.0%648.46-62.5%1,729.75+28.6%1,345.44-1.3%1,363.46
Total Assets67,303.05+31.9%51,044.31+16.0%44,012.17+16.1%37,893.23+8.5%34,910.32+7.5%32,483.64-2.7%33,380.75+10.0%30,342.07+8.6%27,944.44
Total Debt21,380.29+27.6%16,758.36+4.0%16,118.78+7.7%14,963.91+2.0%14,676.90+3.2%14,216.99-7.6%15,388.76+15.7%13,297.14+13.3%11,731.94
Long Term Debt18,282.19+20.3%15,194.82+5.9%14,343.65+0.7%14,243.74+1.1%14,094.01+2.4%13,765.95-4.3%14,390.84+18.1%12,188.25+12.0%10,885.35
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Other Liabilities2,719.81+58.7%1,713.37+12.6%1,521.66-0.9%1,535.33+24.3%1,235.55+18.6%1,041.59+3.2%1,009.48-2.4%1,034.28+13.4%911.86
Total Liabilities24,100.11+30.5%18,471.72+4.7%17,640.44+6.9%16,499.24+3.7%15,912.45+4.3%15,258.58-6.9%16,398.25+14.4%14,331.43+13.3%12,643.80
Preferred Stock - Carrying Value0.000.000.000.000.000.000.00-100.0%718.500.0%718.50
Common Equity42,129.50+31.8%31,956.21+25.8%25,404.38+25.2%20,294.81+15.1%17,636.00+10.4%15,972.72+2.8%15,540.44+11.7%13,913.84+1.5%13,704.64
Total Shareholders Equity42,129.50+31.8%31,956.21+25.8%25,404.38+25.2%20,294.81+15.1%17,636.00+10.4%15,972.72+2.8%15,540.44+6.2%14,632.33+1.5%14,423.15
Accumulated Minority Interest1,073.44+74.2%616.38-36.3%967.35-12.0%1,099.18-19.3%1,361.87+8.7%1,252.34-13.2%1,442.06+4.6%1,378.31+57.1%877.50
Total Equity43,202.94+32.6%32,572.59+23.5%26,371.73+23.3%21,394.00+12.6%18,997.87+10.3%17,225.06+1.4%16,982.50+6.1%16,010.65+4.6%15,300.65
Total Liabilities & Stockholders Equity67,303.05+31.9%51,044.31+16.0%44,012.17+16.1%37,893.23+8.5%34,910.32+7.5%32,483.64-2.7%33,380.75+10.0%30,342.07+8.6%27,944.44
Book Value Per Share per share60.49+20.3%50.30+11.7%45.02+8.8%41.38+4.9%39.43+3.0%38.27+1.0%37.88+4.5%36.26-1.7%36.87
Tangible Book Value Per Share per share60.49+20.3%50.30+12.0%44.90+8.9%41.24+5.0%39.28+3.1%38.10+1.0%37.71+4.5%36.09-1.6%36.68
Full-Time Employees people712+3.9%685+28.5%533+3.7%514+10.8%464+9.7%423-4.5%443+15.4%384-2.0%392
Price to Book Ratio ratio3.692.572.091.622.181.692.161.911.69
Return on Assets %1.582.000.830.391.002.973.872.761.84
Return on Equity %2.533.321.490.742.006.218.175.543.58
Return on Invested Capital %1.552.020.860.411.063.294.123.002.07
Quick Ratio ratio2.242.561.651.671.505.762.111.151.69
Current Ratio ratio2.242.561.651.671.505.762.111.151.69

Cash flow, annual

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
MetricTTM2025FY12/31/20252024FY12/31/20242023FY12/31/20232022FY12/31/20222021FY12/31/20212020FY12/31/20202019FY12/31/20192018FY12/31/2018
Funds from Operations4,219.733,439.07+50.0%2,292.74+29.0%1,777.33+20.4%1,476.37-7.0%1,587.31+11.2%1,427.30-22.0%1,829.41+15.0%1,590.36
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-522.30-280.78-42.04-76.41-140.58-44.56-31.82-92.49-220.8%76.59
Cash from Operating Activities3,697.433,158.29+40.3%2,250.70+32.3%1,700.91+27.3%1,335.79-13.4%1,542.74+10.6%1,395.48-19.7%1,736.93+4.2%1,666.95
Capital Expenditures-1,251.07-1,050.26-857.55-517.68-476.02-282.59-244.99-328.82-266.18
Net Assets From Acquisitions-19,578.03-13,913.98-3,525.45-3,558.27-2,306.02-4,084.17-903.76-3,959.68-3,560.36
Sale of Fixed Assets and Businesses39.4422.15-62.9%59.64-78.8%280.68+102.4%138.66-11.3%156.32+255.1%44.02-20.5%55.37+41.2%39.21
Purchase or Sale of Investments5,129.244,177.76-1,146.06-1,762.34-992.61-424.44-112.2%3,479.27+69.9%2,047.26+58.5%1,291.66
Purchase of Investments-3,676.89-1,702.86-1,776.99-1,949.30-1,388.41-1,838.03-860.03-731.10-431.04
Sale Or Maturity of Investments8,806.135,880.62+832.1%630.93+237.5%186.96-52.8%395.81-72.0%1,413.58-67.4%4,339.30+56.2%2,778.36+61.3%1,722.70
Other Uses--2.88---0.00-13.32-8.500.00
Other Sources18.460.00-100.0%20.09-36.2%31.49-50.6%63.75+747.7%7.520.000.00-100.0%65.40
Cash from Investing Activities-15,642.65-10,767.21-5,449.31-5,526.12-3,572.24-4,627.37-296.0%2,361.23-2,194.39-2,430.28
Cash Dividends Paid-2,169.01-1,877.96-1,545.28-1,260.58-1,131.53-1,035.91-1,119.23-1,400.71-1,348.86
Change in Capital Stock9,568.678,900.87+20.0%7,415.78+23.4%6,010.13+63.9%3,667.85+56.2%2,348.20+299.6%587.66-44.4%1,056.12+33.8%789.58
Repurchase of Common Pref Stock0.000.000.000.000.000.00-7.660.000.00
Sale of Common Pref Stock9,568.678,900.87+20.0%7,415.78+23.4%6,010.13+63.9%3,667.85+56.2%2,348.20+294.4%595.31-43.6%1,056.12+33.8%789.58
Proceedsfrom Stock Options9,568.678,900.87+20.0%7,415.78+23.4%6,010.13+63.9%3,667.85+56.2%2,348.20+294.4%595.31-43.6%1,056.12+33.8%789.58
Issuance or Reduction of Debt, Net2,925.752,609.18-658.44-201.6%647.82+76.9%366.24+48.3%247.03-1,237.32-217.3%1,054.99-27.5%1,455.09
Change in Long Term Debt2,925.752,609.18-658.44-201.6%647.82+76.9%366.24+48.3%247.03-1,237.32-217.3%1,054.99-27.5%1,455.09
Issuance of Long Term Debt6,605.284,364.99+266.9%1,189.61-14.4%1,389.67+21.0%1,148.35-42.0%1,978.39+22.8%1,611.52-65.5%4,674.71+43.0%3,267.93
Reduction of Long Term Debt-3,679.53-1,755.82-1,848.05-741.86-782.12-1,731.37-2,848.84-3,619.72-1,812.84
Net Financing Active Other Cash Flow-538.28-654.48-366.35-229.40-279.94-147.97-355.98-188.62-116.64
Other Financing Activities Uses-520.50-640.08-301.03-216.27-272.41-138.76-333.49-172.94-109.87
Cash from Financing Activities7,432.988,977.61+85.3%4,845.71-6.2%5,167.97+97.1%2,622.62+85.8%1,411.35-2,124.88-507.2%521.78-33.0%779.16
Exchange Rate Effect-12.32129.39-11.72-206.3%11.03-10.63-1.01-129.3%3.45-35.0%5.31-9.02
Net Change in Cash-4,524.571,498.08-8.4%1,635.37+20.8%1,353.79+260.5%375.54-1,674.29-202.4%1,635.28+2248.2%69.64+919.6%6.83
Free Cash Flow2,446.362,108.03+51.3%1,393.15+17.7%1,183.23+37.6%859.77-31.8%1,260.16+9.5%1,150.49-18.3%1,408.10+0.5%1,400.77
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.00-
Price to Free Cash Flow ratio626.69537.02---163.26862.874,468.06501.76

Balance sheet, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Cash & Short Term Investments2,416.01-65.2%2,097.16-53.6%4,819.29+33.5%5,209.54+40.4%6,940.57+83.4%4,523.51+58.0%3,610.28+45.7%3,711.46+78.8%
Short Term Receivables40.43+12.2%39.05+14.4%30.73-7.0%23.50-27.0%36.02-93.5%34.13-92.5%33.03-93.4%32.20-93.2%
Investments64,309.67+50.9%60,956.11+31.9%55,408.04+23.1%54,596.61+27.2%42,624.28+2.3%46,225.38+17.6%45,013.73+17.3%42,921.19+11.7%
Investment in Unconsolidated Affiliates2,049.91+11.7%2,001.63+1.9%2,045.08+14.4%1,809.59+2.3%1,835.98+5.3%1,964.27+14.9%1,787.40+3.9%1,768.77+8.1%
Net Property, Plant & Equipment1,948.29+52.9%1,982.85+52.4%2,047.27+63.2%2,183.12+80.6%1,274.53+247.4%1,301.32+251.8%1,254.74+249.3%1,208.74+233.6%
Other Intangible Assets2,947.02-56.6%2,798.38+56.8%2,870.15+80.0%3,480.70+148.3%6,793.42+703.8%1,784.90+115.2%1,594.43+42.4%1,401.95+34.5%
Total Assets73,711.33+23.9%69,875.18+25.1%67,220.56+26.1%67,303.05+31.9%59,504.80+21.6%55,833.50+22.6%53,293.61+19.6%51,044.31+16.0%
Total Debt21,163.22+16.5%19,720.80+13.9%19,984.84+17.5%21,380.29+27.6%18,163.96+12.4%17,306.75+20.8%17,009.58+16.6%16,758.36+4.0%
Long Term Debt21,095.24+16.3%19,532.23+13.3%17,087.42+9.1%18,282.19+20.3%18,137.92+12.9%17,244.00+21.2%15,660.18+9.7%15,194.82+5.9%
Provision for Risks Charges0.000.000.000.000.000.000.000.00
Other Liabilities2,684.10+32.3%2,490.80+25.8%2,306.45+35.5%2,719.81+58.7%2,028.46+17.0%1,980.44+30.6%1,702.05+19.9%1,713.37+12.6%
Total Liabilities23,847.32+18.1%22,211.61+15.2%22,291.29+19.1%24,100.11+30.5%20,192.42+12.9%19,287.19+21.7%18,711.64+16.9%18,471.72+4.7%
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00
Common Equity48,581.99+25.4%46,414.35+29.3%43,793.68+29.0%42,129.50+31.8%38,756.82+27.8%35,900.53+23.9%33,956.76+23.3%31,956.21+25.8%
Total Shareholders Equity48,581.99+25.4%46,414.35+29.3%43,793.68+29.0%42,129.50+31.8%38,756.82+27.8%35,900.53+23.9%33,956.76+23.3%31,956.21+25.8%
Accumulated Minority Interest1,282.02+130.8%1,249.22+93.4%1,135.60+81.6%1,073.44+74.2%555.56-23.9%645.77-9.3%625.22-37.5%616.38-36.3%
Total Equity49,864.01+26.8%47,663.57+30.4%44,929.27+29.9%43,202.94+32.6%39,312.38+26.6%36,546.30+23.1%34,581.98+21.1%32,572.59+23.5%
Total Liabilities & Stockholders Equity73,711.33+23.9%69,875.18+25.1%67,220.56+26.1%67,303.05+31.9%59,504.80+21.6%55,833.50+22.6%53,293.61+19.6%51,044.31+16.0%
Book Value Per Share per share66.37+17.2%64.56+19.6%62.15+19.3%60.49+20.3%56.65+15.5%53.98+13.3%52.09+11.7%50.30+11.7%
Tangible Book Value Per Share per share66.37+17.2%64.56+19.6%62.15+19.3%60.49+20.3%56.65+15.8%53.98+13.6%52.09+12.0%50.30+12.0%
Full-Time Employees people---712+3.9%---685+28.5%
Price to Book Ratio ratio3.693.653.273.283.302.953.052.57
Return on Assets %2.502.472.341.581.772.232.212.00
Return on Equity %3.823.773.622.532.783.483.523.32
Return on Invested Capital %0.570.671.200.160.490.570.520.25
Quick Ratio ratio40.6513.311.932.24463.4974.372.772.56
Current Ratio ratio40.6513.311.932.24463.4974.372.772.56

Cash flow, quarterly

USD millions, except where the row names a unit. The percent under a figure is against the same period a year earlier. TTM has no earlier TTM to compare with, and a ratio or a margin has no change.
Metric2026Q39/30/20262026Q26/30/20262026Q13/31/20262025Q412/31/20252025Q39/30/20252025Q26/30/20252025Q13/31/20252024Q412/31/2024
Funds from Operations1,035.44+8.7%1,293.39+58.5%955.86+29.9%935.04+45.5%952.25+52.3%815.93+48.3%735.85+55.0%642.71+41.1%
Extraordinary Item0.000.000.000.000.000.000.000.00
Changes in Working Capital-22.68-155.0%-92.88-248.91-157.8441.26-33.5%-28.19-153.6%-136.02-84.96
Cash from Operating Activities1,012.75+1.9%1,200.51+52.4%706.96+17.9%777.20+39.3%993.51+44.6%787.75+30.7%599.83+48.8%557.75+55.1%
Capital Expenditures-347.97-319.29-269.83-313.98-263.06-232.88-240.35-318.79
Net Assets From Acquisitions-3,384.84-5,210.20-1,109.95-9,873.04-1,104.12-947.86-1,988.96-1,856.34
Sale of Fixed Assets and Businesses1.85+36.0%5.51-0.7%20.41+468.5%11.66-61.9%1.36-44.3%5.55+100.4%3.59-84.9%30.63-56.0%
Purchase or Sale of Investments-85.4122.13582.86+258.8%4,609.66-398.28-196.08162.46-38.24
Purchase of Investments-559.51-703.70-1,872.94-540.74-555.66-350.89-255.57-272.61
Sale Or Maturity of Investments474.10+201.2%725.83+368.9%2,455.80+487.5%5,150.40+2097.6%157.38+22.3%154.81-17.0%418.04+414.1%234.37+578.0%
Other Uses-44.65-47.22-0.690.00---
Other Sources18.460.000.00-100.0%0.00-100.0%0.00-100.0%-37.83-761.4%37.83+4057.1%9.38-66.0%
Cash from Investing Activities-3,795.35-5,457.20-823.72-5,566.39-1,764.10-1,411.30-2,025.43-2,173.37
Cash Dividends Paid-614.50-524.39-520.50-509.62-496.92-439.06-432.37-418.23
Preferred Dividends (Cash Flow)0.000.000.000.000.000.000.000.00
Change in Capital Stock3,053.10+6.4%2,907.38+47.2%1,544.85-22.5%2,063.35-4.2%2,870.10+131.1%1,975.02+23.1%1,992.40-17.5%2,153.41-21.6%
Repurchase of Common Pref Stock0.000.000.000.000.000.000.000.00
Sale of Common Pref Stock3,053.10+6.4%2,907.38+47.2%1,544.85-22.5%2,063.35-4.2%2,870.10+131.1%1,975.02+23.1%1,992.40-17.5%2,153.41-21.6%
Proceedsfrom Stock Options3,053.10+6.4%2,907.38+47.2%1,544.85-22.5%2,063.35-4.2%2,870.10+131.1%1,975.02+23.1%1,992.40-17.5%2,153.41-21.6%
Issuance or Reduction of Debt, Net691.13-25.4%-806.30-1,199.684,244.95+7991.8%926.69+6.5%-1,433.18-134.2852.46
Change in Long Term Debt691.13-806.30-1,204.044,244.95+7991.8%-68.32-107.9%-1,433.18-134.2852.46
Issuance of Long Term Debt1,880.04360.240.004,364.99+2146.6%0.00-100.0%0.00-100.0%0.00-100.0%194.29+4593.0%
Reduction of Long Term Debt-1,188.91-1,166.54-1,204.04-120.04-68.32-1,433.18-134.28-141.83
Net Financing Active Other Cash Flow-26.64-28.02-60.04-423.58-60.55-49.16-121.18-228.22
Other Financing Activities Uses-24.61-23.71-50.39-421.79-59.52-44.37-114.40-196.76
Cash from Financing Activities3,103.08-4.2%1,528.90+8.2%-219.95-116.9%3,020.95+93.7%3,239.14+93.4%1,412.94+33.8%1,304.58+135.2%1,559.43-24.6%
Exchange Rate Effect-1.655.66-95.4%-53.53-369.8%37.20-51.48-768.6%123.8319.84-16.76-165.7%
Net Change in Cash318.84-86.8%-2,722.13-398.1%-390.25-1,731.032,417.06+162.5%913.23+137.0%-101.17-125.2%-72.95
Free Cash Flow664.79-9.0%881.22+58.8%437.12+21.6%463.22+93.8%730.45+63.8%554.87+26.8%359.48+32.9%238.96+35.7%
Price to Free Cash Flow ratio626.69363.65653.93556.331,256.31---

Revenue breakdown

USD millions, so a column adds up to the income statement. Share is of the latest year in that split. The change is versus the older year shown, not TTM.

Region
Name20242025vs 20242025 share
United States7,991.1210,838.03+35.6%100.0%
Total7,991.1210,838.03+35.6%100.0%
Segment
Name20242025vs 20242025 share
Consolidation, Policy373.09406.06+8.8%3.7%
Outpatient Medical802.11781.93-2.5%7.2%
Senior Housing - Operating6,027.158,453.00+40.2%78.0%
Triple Net788.771,197.04+51.8%11.0%
Total7,991.1210,838.03+35.6%100.0%

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-302.38%17.5M733.3M2.83M
2026-10-152.32%16.7M720.5M2.81M
2026-09-302.46%17.7M720.5M2.84M
2026-09-152.44%17.6M720.5M3.05M
2026-08-312.56%18.4M720.5M3.23M
2026-08-142.47%17.8M720.5M3.55M
2026-07-312.46%17.7M720.4M3.47M
2026-07-152.70%19.1M705.6M3.46M
2026-06-302.75%19.4M705.6M3.39M
2026-06-152.64%18.6M704.2M3.25M
2026-05-292.52%17.8M705.6M3.19M
2026-05-152.64%18.6M705.6M3.01M
2026-04-302.31%16.3M705.6M3.11M
2026-04-152.44%17.1M700.3M3.20M
2026-03-312.43%16.9M696.9M3.25M
2026-03-132.45%17.1M696.9M3.30M
2026-02-272.24%15.6M696.9M3.35M
2026-02-132.06%14.4M696.9M3.46M
2026-01-301.92%13.2M686.0M3.40M
2026-01-151.90%13.0M686.0M3.31M

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call14599.50102.10.002.4440.000.000.990-0.1010.009
call15094.3096.5081.892.1430.000.000.990-0.1010.010
call15589.1092.100.002.1780.000.000.989-0.1010.010
call16084.6086.300.001.8440.000.000.988-0.1000.011
call16579.3082.100.001.9350.000.000.988-0.1000.011
call17074.5077.100.001.8160.000.000.987-0.0990.012
call17569.6072.100.001.6960.000.000.986-0.0980.013
call18064.2067.100.001.5830.000.000.985-0.0980.014
call18559.2061.800.001.4160.000.000.984-0.0970.014
call19053.8056.500.001.2460.000.000.982-0.0960.015
call19548.9051.600.001.1670.000.000.981-0.0950.017
call20044.2046.8046.701.1010.000.000.979-0.0930.018
call21034.4037.2037.000.9550.000.000.974-0.0900.022
call22024.0026.7027.000.6810.000.000.933-0.1650.047
call23014.9017.1017.640.5193721.000.843-0.2580.086
call2405.707.808.200.3418720.000.687-0.2610.127
call2500.603.702.750.4049136.000.361-0.3110.134
call2600.051.500.400.4315911.000.175-0.2500.093
call2700.001.200.370.5261300.000.138-0.2700.080
call2800.003.600.050.63818.000.000.084-0.2270.055
call2900.002.800.000.7610.000.000.073-0.2430.050
call3000.003.400.000.9450.000.000.082-0.3290.054
call3100.002.600.051.0571.000.000.075-0.3440.051
call3200.003.700.001.1640.000.000.069-0.3570.048
call3300.003.700.001.2640.000.000.065-0.3680.045
call3400.003.700.001.3600.000.000.061-0.3780.043
call3500.003.700.001.4510.000.000.058-0.3870.042
put1450.003.701.951.6091.000.00-0.010-0.0940.009
put1500.003.700.001.5150.000.00-0.010-0.0930.010
put1550.003.700.001.4240.000.00-0.011-0.0920.010
put1600.003.700.001.3360.000.00-0.011-0.0910.011
put1650.002.550.001.2500.000.00-0.012-0.0900.011
put1700.002.550.001.1660.000.00-0.013-0.0890.012
put1750.002.550.001.0840.000.00-0.014-0.0880.013
put1800.003.400.001.0040.000.00-0.015-0.0860.014
put1850.002.600.000.9260.000.00-0.016-0.0850.014
put1900.002.800.230.84931.000.00-0.017-0.0830.015
put1950.003.600.290.7732760.00-0.019-0.0820.017
put2000.000.750.120.6995420.00-0.021-0.0800.018
put2100.000.200.050.5533982.00-0.026-0.0760.022
put2200.000.550.100.50533753.00-0.067-0.1490.047
put2300.151.200.300.42770718.00-0.157-0.2420.086
put2401.502.001.650.2861411.00-0.313-0.2430.127
put2505.407.006.000.28212.001.00-0.639-0.2920.134
put26013.6015.8014.350.3643.000.00-0.825-0.2300.093
put27023.6025.500.000.4620.000.00-0.874-0.2440.074
put28033.6035.6033.900.6150.000.00-0.895-0.2690.065
put29043.6046.300.000.8600.000.00-0.908-0.2890.059
put30053.6055.900.000.9110.000.00-0.918-0.3050.054
put31063.6065.700.000.9820.000.00-0.925-0.3180.051
put32073.6076.000.001.1510.000.00-0.930-0.3300.048
put33083.6085.600.001.1570.000.00-0.935-0.3400.045
put34093.6096.300.001.4160.000.00-0.938-0.3490.043
put350103.6105.60.001.3340.000.00-0.942-0.3570.042

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-278-KCurrent report2026-10-27SEC
2026-10-27424B5SEC
2026-10-27424B5SEC
2026-10-27424B5SEC
2026-10-2710-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-268-KCurrent report2026-10-26SEC
2026-09-304Statement of changes in beneficial ownership of securities2026-05-29SEC
2026-08-274Statement of changes in beneficial ownership of securities2026-08-25SEC
2026-08-244Statement of changes in beneficial ownership of securities2026-08-20SEC
2026-08-07SCHEDULE 13G/ASEC
2026-07-288-KCurrent report2026-07-28SEC
2026-07-28424B7SEC
2026-07-28424B5SEC
2026-07-2810-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-07-278-KCurrent report2026-07-27SEC
2026-07-138-KCurrent report2026-07-13SEC
2026-07-08424B5SEC
2026-07-06FWPFiling under Securities Act Rule 163/433 of free writing prospectuses.SEC
2026-07-06424B5SEC
2026-06-294Statement of changes in beneficial ownership of securities2026-05-31SEC
2026-06-018-KCurrent report2026-06-01SEC
2026-05-274Statement of changes in beneficial ownership of securities2026-05-27SEC
2026-05-264Statement of changes in beneficial ownership of securities2026-05-21SEC
2026-05-228-KCurrent report2026-05-21SEC
2026-05-15SCHEDULE 13GSEC
2026-05-054Statement of changes in beneficial ownership of securities2026-05-01SEC
2026-05-014Statement of changes in beneficial ownership of securities2026-04-30SEC
2026-04-30SCHEDULE 13GSEC
2026-04-29SCHEDULE 13GSEC
2026-04-298-KCurrent report2026-04-29SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-082.41M200
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
BlackRock, Inc.11.06%
VANGUARD CAPITAL MANAGEMENT LLC6.53%
VANGUARD PORTFOLIO MANAGEMENT LLC6.16%
STATE STREET CORP6.00%
Capital International Investors5.42%
COHEN & STEERS, INC.5.22%
Capital World Investors3.49%
FMR LLC3.06%
BANK OF AMERICA CORP /DE/2.76%
GEODE CAPITAL MANAGEMENT, LLC2.64%

Funds

Fund% owned
VANGUARD REAL ESTATE INDEX FUND3.68%
VANGUARD TOTAL STOCK MARKET INDEX FUND3.17%
Virtus Income & Growth Fund3.14%
Virtus Convertible Fund3.03%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND2.72%
VANGUARD 500 INDEX FUND2.59%
Washington Mutual Investors Fund2.29%
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND2.08%
Virtus Artificial Intelligence & Technology Opportunities Fund1.62%
Growth Fund of America1.62%

OakChart. WELL. Cached 15 minutes. Terms